Filed June 25, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,027 | $70,667-33.5% | $123,105-61.8% | $52,331-10.1% |
| Participation rate | 82.5% | 83.7%-1.2pp | 86.8%-4.3pp | 68.1%+14.4pp |
| Annual return | -0.46% | 6.23%-6.7pp | 13.22%-13.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $942 | $2,946-68.0% | $5,151-81.7% | $1,882-49.9% |
| Participant deferral / active EE | $2,627 | $4,493-41.5% | $6,229-57.8% | $3,022-13.1% |
| Admin fee / account holder | $1,941 | $506+283.2% | $9,014-78.5% | $592+228.1% |